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Last Updated: 04/08/2021 in CRM Contacts Manage Contacts
Each contact record has a file box where you can store contracts, spec sheets, proposals, and more. … On the contact record, Click on the File Box tab located in the bottom row of tabs Click on Browse … record.
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Last Updated: 04/14/2021 in Administration Importing Data
Import Companies and Batch Assign Contact Records After you have imported your companies, go to CRM > … to prepare the list for creating company records: The system creates a unique company record based … to create company records during the Import.
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Last Updated: 03/19/2021 in CRM Contacts Manage Contacts
record. … Record for that vendor. … record will be able to view them.
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You can apply and remove tags from contact records. … While viewing a contact record, click the Tag tab.
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Last Updated: 03/04/2020 in CRM Sales Teams Opportunities
When you create a saved search, you save a set of criteria that determine which opportunity record s … actual opportunities listed in the results will change automatically as the information in opportunity records … viewing a saved search to modify it, add it to your user home, share it, or create an automated email report
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You can create orders, send invoices, and process payments directly from the contact record inside Max
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Last Updated: 12/07/2018 in E-Commerce Manage Credit Cards
While viewing the contact record, click on the Order tab. … record. … If the credit card on file is expired, you can update the expiration date from the Order tab in a contact
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Last Updated: 07/27/2023 in CRM Sales Teams Opportunities
While viewing an opportunity record, click on the Products / Subscription Plans tab. … be able to track the prospect's interests in the Product/Subscription Programs tab of an Opportunity Record … The person will not be charged the first fee until the free trial is over.
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Last Updated: 04/14/2021 in CRM Sales Teams Opportunities
It generates an unpaid order record based on the product/subscription program interest recorded in the … opportunity record (including products, payment terms, and discounts.) … After the order is created, the sales rep manually records the customer's credit card payment or sends
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Last Updated: 04/14/2021 in CRM Sales Teams Opportunities
to keep a record of communication and progress through the sales process. … After you create an opportunity or get assigned to one automatically, you'll use the opportunity record … If you need to delegate, you should create a task for the person instead.
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There are automated methods that you can use to add commissions programs to your referral partner records … In the Referral Partner record, scroll down to C ommission Programs, click the Add drop-down arrow and
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Last Updated: 04/14/2021 in CRM Sales Teams Opportunities
Search for the contact records that you want to create opportunities for. … Go to CRM > Contacts in the main navigation menu. … Only create if a contact doesn't have an active lead already? This is set to No by default.
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Last Updated: 02/25/2020 in CRM Sales Teams Opportunities
to No You can mass update the following information for a list of opportunity records: Opportunity … Projected Revenue High Projected Revenue Low Free Trial Days Pay Plan ID Offer Expires Opportunity Record … Custom Fields Go to CRM > Opportunities in the main navigation menu Search for the opportunity records
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Last Updated: 02/25/2020 in CRM Sales Teams Opportunities
Search for the records you would like to update.
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Last Updated: 08/17/2023 in CRM Sales Teams Opportunities
When a sales rep tracks product/subscription program interest in an opportunity record , they can generate … The customer simply enters their credit card number to complete the purchase and create an order record … an email with a buy now link when someone is ready to buy.
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Last Updated: 01/07/2021 in CRM Contacts Manage Contacts
Click Save to record the note in the contact record. … Navigate to the Contact Record and click the Tasks tab. Locate the Notes section. … Pro-Tip : You can use note templates to record repetitive interactions.
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Last Updated: 06/09/2022 in Release Notes
Email address check on the contact record When adding or updating a contact’s email address, the email
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Last Updated: 04/14/2021 in CRM Contacts Manage Contacts
You can create tasks or appointments from a contact record or from My Day . … While on a contact record, click on the Add Appointment or Add Task button. … When you create tasks or appointments on a contact record, Max Classic will not alert you to existing
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a contact record for your referral partner. … Select Yes to send a notification to the referral partner's contact record email address when someone … Select Yes to send a notification to the referral partner's contact record email address when someone
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If left blank, the title will default to the name of the contact record. … opportunities to store sales process notes, track prospect progress through various sales stages, and keep a record